I started my career as a financial advisor in 1995 with Merrill Lynch. In 2009, I joined with Edward Jones in Redlands, CA. I became a limited partner with Edward jones in 2013. My office relocated to 1200 California St, Ste 100, Redlands, CA in August 2019.

I love working with my clients all across the United States to help with preparing for retirement, estate considerations and tax strategies.

I have been an active member of the Boy Scout program for 46 years, serving in many positions within the council, district and local troops. I was scoutmaster of Redlands Episcopal Church Troop 33 for nine years. I served as the first assistant scoutmaster of the 2010 National Jamboree Troop 809. I retired from Scouting in 2018.

I am a charter member of the Redlands Chapter of the Sons of the American Revolution. Currently, I am serving once again as chapter president for 2020-2022 term and chapter genealogist. In the past, I served on the chapter level as past president, registrar and Eagle Scout Chairman. At the state level, I served as the California State Chairman of the Eagle Scout Scholarship.

For six years, I was the director of the Redlands/Yucaipa Family History Library for the Church of Jesus Christ of Latter-Day Saints. I am currently serving my church as the Ward Family History Leader. I am a member of the Thayer Family organization. I have been an active genealogist for the last 51 years.

My family and I are members of the Church of Jesus Christ of Latter-Day Saints. I served a two-year mission in the Caribbean on the islands of Barbados, Puerto Rico and Dominican Republic.

I have been married to Liz Jolley since December 1982. We have a daughter, Sara Elizabeth, and a son, Nathan. We are proud grandparents to Kavon Michael Dwayne Nash.

My hobbies are genealogy and gardening. I enjoy attending the Redlands Temple and spending time with my grandson.

Focus areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Special Needs Financial Considerations

My Personal Interests

  • Spending Time with Family
  • Genealogy
  • Reading
  • History and Museums
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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